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I got back recently from a holiday in Central America. I learned to scuba dive in the Bay Islands of Honduras and then flew north to explore Guatemala. A wonderful experience all round.
Schroders has made changes to its leadership with Schroders Personal Wealth CEO James Rainbow moving to UK and Latin America Distribution head.
Investment management firm Walker Crips Group has launched EnOC Technologies (EnOC), a new company providing cloud-based regulation software to the wealth management industry.
Ascot Lloyd expects to complete a further eight acquisitions before the end of the year it has been revealed.
The CISI’s Financial Planning Week got under way today, with the event running until Friday.
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73% of pension schemes ‘need to combat climate change’
Written by JamesOver 400 trustees and employers of UK pensions schemes attending the XPS Pensions Group’s annual conference last week believe they must “make a difference to climate change”, with 60% of schemes having already moved away from a traditional investment approach.
FP Week 2019: Adviser offers free Financial Planning session
Written by JamesLondon-based adviser Marc Burman is offering a free one-hour Financial Planning surgery anytime next week, during Financial Planning week, which starts today.
The board of Smith & Williamson has revealed the appointment of Carla Stent as a non-executive director.
“Plans can break down. You cannot plan the future. Only presumptuous fools plan. The wise man steers.” ― Terry Pratchett, Making Money